Unclaimed
Scott Robenalt Seidel is an investment advisor representative registered with Missionsquare Retirement. Scott has been active in the financial services industry since September 16, 2014. Scott holds the Series 6, Series 63, Series 26, and SIE licenses. Scott also has a background with GWFS Equities, Inc. and J.P. Morgan Institutional Investments Inc..
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
WA
09/19/2024 - Present
Missionsquare Retirement (Seattle WA)
CO
09/02/2014 - 02/23/2015
GWFS EQUITIES, INC. (ENGLEWOOD CO)
CO
08/12/2014 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
IA
Issued 06/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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